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Peak Wealth Planning, LLC Employee Directory

Investment ManagementIllinois, United States2-10 Employees

Peak Wealth Planning, LLC operates in the investment management sector, offering services aimed at helping individuals near retirement assess the lifestyle they can sustain from their accumulated wealth. The firm provides investment management, wealth protection, and structured retirement income for retirees, along with tailored strategies to diversify concentrated stock holdings, reduce risk, and safeguard assets. It also offers planning for business owners considering selling, to clarify the lifestyle their proceeds would support, and advisory support for real estate investors seeking to optimize cash on hand or build a complementary investment portfolio. Based in Chicago, Illinois, Peak Wealth Planning was founded in 2014 by Peter Newman, CFA, and operates as a fee-based registered investment advisor serving clients who seek alignment between financial goals and personal passions while aiming for peace of mind.

Find Peak Wealth Planning, LLC employees' phone numbers or email addresses

Peak Wealth Planning, LLC Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Peak Wealth Planning, LLC's Leadership

  • Stylized image of a person
    P. N.
    President And Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. E.
    Marketing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. G.
    Financial Advisor
    Phone icon
    Mobile Phone

Peak Wealth Planning, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Other

Contact profiles from Peak Wealth Planning, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. N.
    President And Founder
    Phone icon
    Mobile Phone
    United StatesIllinois
    Jun 05, 2025
  • Stylized image of a person
    C. E.
    Marketing Director
    Phone icon
    Mobile Phone
    United StatesNevada
    Apr 17, 2025
  • Stylized image of a person
    N. G.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesIllinois
    Mar 19, 2025

Frequently Asked Questions

What is Peak Wealth Planning, LLC known for?

Minus sign iconPlus sign iconPeak Wealth Planning, LLC was founded in 2014 operates in the Investment Management industry. Explore Peak Wealth Planning, LLC's company overview page for more information.

What is Peak Wealth Planning, LLC's most common email format?

Minus sign iconPlus sign iconPeak Wealth Planning, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Peak Wealth Planning, LLC email formats with LeadIQ.

How many employees does Peak Wealth Planning, LLC have currently?

Minus sign iconPlus sign iconPeak Wealth Planning, LLC has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Peak Wealth Planning, LLC's key employees and leadership?

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As of July 2026, Peak Wealth Planning, LLC's key employees include:

  • President And Founder: P. N.
  • Marketing Director: C. E.
  • Financial Advisor: N. G.

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